Sage CRM is a powerful tool for Sales, Marketing and Customer Management.
However most companies will work with more than one software solution and if that is the case there may be subsets of other data that would be useful to expose to Sage CRM Users.
Enter a combination of our latest open source resource Simple Wizard for Sage CRM and our latest data management tool Data Islands.
In our own company, we now expose our invoices from Xero within Sage CRM so that we can cross reference maintenance records against recurring invoices.
In the video here, we have run through a very simple table of data (The customer table from the sample Northwind database) exposed as a new tab within Sage CRM, check it out and let us know what you think.